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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

379 hedge funds and large institutions have $2.73B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 139 increasing their positions, 143 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.49%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
37
Increased
139
Reduced
143
Closed
33
Calls
$24K
Puts
$95K
Net Calls
-$71K
Net Calls Change
+$57K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$90.3M
2
AA
Acorns Advisers
California
$438M
3
Citadel Advisors
Citadel Advisors
Florida
$25.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.6M
2
BlackRock
BlackRock
New York
$62.2M
3
PP
Prosperity Planning
Missouri
$33.6M
4
Charles Schwab
Charles Schwab
California
$153M
5
Bank of America
Bank of America
North Carolina
$68.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
126
Samalin Investment Counsel
New York
$2.4M +$108K +2,273 +5%
WANY
127
Wealthspire Advisors (New York)
New York
$2.4M -$120K -2,529 -5%
IFAM
128
Institutional & Family Asset Management
Colorado
$2.36M +$67.1K +1,415 +3%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$2.34M +$410K +8,650 +21%
WDG
130
Wealth Dimensions Group
Ohio
$2.31M -$86.4K -1,822 -4%
VA
131
Valmark Advisers
Ohio
$2.27M -$28.4K -598 -1%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$2.2M +$41.7K +879 +2%
IAG
133
Investment Advisory Group
Massachusetts
$2.2M +$36.7K +773 +2%
EH
134
Equitable Holdings
New York
$2.2M -$288K -6,062 -12%
PP
135
PDS Planning
Ohio
$2.16M -$178K -3,747 -8%
COCM
136
Charter Oak Capital Management
New Hampshire
$2.16M -$23K -484 -1%
GFS
137
GYL Financial Synergies
Connecticut
$2.12M +$66.9K +1,410 +3%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$2.11M +$47.3K +996 +2%
CHC
139
City Holding Co
West Virginia
$2.11M +$29.5K +623 +1%
FPAS
140
Focus Partners Advisor Solutions
Missouri
$2.08M +$2.08M +43,799 New
JGCM
141
Joseph Group Capital Management
Ohio
$2.06M +$379K +7,990 +23%
WA
142
Wealthstar Advisors
Texas
$2.03M -$13.8K -290 -0.7%
IIC
143
Ironwood Investment Counsel
Arizona
$1.88M -$49.7K -1,047 -3%
Betterment LLC
144
Betterment LLC
New York
$1.81M +$27.7K +585 +2%
HWA
145
HHM Wealth Advisors
Tennessee
$1.8M -$333K -7,019 -16%
AA
146
Argent Advisors
Louisiana
$1.77M +$102K +2,154 +6%
SHIM
147
Stone House Investment Management
Pennsylvania
$1.74M +$372K +7,848 +27%
RWPA
148
Richard W. Paul & Associates
Michigan
$1.67M +$27.7K +584 +2%
HI
149
Harbour Investments
Wisconsin
$1.67M -$18K -380 -1%
HH
150
Hilltop Holdings
Texas
$1.66M -$111K -2,330 -6%
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